ALFA Finder| Revenue growth | 37% YoY growth to ₹2,308 Cr, driven by volume and premiumization. |
|---|---|
| Margins | India EBITDA margins expanded 490 bps to 14.9% (pre-IndAS). |
| Demand visibility | Strong; India addressable market projected to reach ₹4 lakh Cr by FY45. |
| Management confidence | Extremely high, emphasizing AI-driven scalability and international profitability. |
Growth
Revenue grew 37% YoY to ₹2,308 Cr, driven by 32% volume growth in India and premiumization.
Outlook
Management projects continued scaling of international markets and a soft launch of smart glasses in Q4.
Risks
Currency volatility in India and aggressive international expansion costs remain primary execution risks.
Last quarter's promises, checked
Delivered
- Profitable international scaling → delivered 10.6% EBITDA (= BEAT)
- SSS growth ~18% → delivered 18.3% India SSSG (= BEAT)
- International revenue growth ~30% → delivered 38% growth (= BEAT)
Partly delivered
- Scaling to 450+ new stores → delivered 455 stores in 9 months (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: LENSKART. Summary written with AI assistance from the document.
Lenskart Solutions Ltd: key numbers
- Share price
- ₹731.25
- Market cap
- ₹1,27,220 Cr
- Revenue (annual)
- ₹8,814 Cr
- Net profit (annual)
- ₹493.6 Cr
- P/E (TTM)
- 163.1×Sector 48.2×
- Promoter holding
- 17.52%-0.01% QoQ
- FII holding
- 18.26%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lenskart Solutions Ltd
All →Lenskart Solutions Other Announcement
Lenskart filed a Reg 32 monitoring agency report on IPO proceeds for the quarter ended September 2026. Utilisation matches the prospectus with no deviations.
Lenskart Solutions Employee Stock Options
Lenskart Solutions Limited has allotted 460,934 equity shares following an ESOP/ESPS exercise. The company's paid-up share capital increased from Rs. 347.86 Crore to Rs. 347.95 Crore.
Lenskart Solutions Earnings Call Transcript: Key Takeaways
Revenue rose 32.5% to ₹2,845 Cr and PAT more than doubled to ₹232 Cr. Management is confident on growth but hedges on the 25% long-term margin, which has no timeframe. Rupee weakness is the main product-margin headwind, and management says it is solved structurally over time.
Lenskart Solutions Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹2,845 Cr (+32.5%), EBITDA ₹624 Cr (21.9% margin), PAT ₹232 Cr (+106.1%). Store expansion and brand-portfolio launches drive growth.
Lenskart Solutions Results Update
Lenskart Solutions Limited reported Q2 FY27 revenue growth of 32.5% to ₹2,845 Crore. Net profit surged 2.1x to ₹232 Crore, supported by strong India SSSG.
- total active stores
- 3624.0 stores
Lenskart Solutions Q2 FY27 Results: Net Profit ₹232.4 Cr, Up 124.5% YoY
Lenskart Solutions Ltd reported revenue from operations of ₹2,845 Cr (+35.7% YoY) and net profit of ₹232.4 Cr (+124.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹232.4 Cr · +124.5% YoY